Lsb Industries, Inc. (LXU)
NYSE:LXU
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LXU Stock Chart & Stats
$13.61
-$0.19(-2.42%)
At close: 4:00 PM EST
$13.61
-$0.19(-2.42%)
Day’s Range― - ―
52-Week Range$7.09 - $17.22
Previous CloseN/A
Volume76.43K
Average Volume (3M)1.09M
Market Cap
$841.68M
Enterprise Value$1.37B
Total Cash (Recent Filing)$181.68M
Total Debt (Recent Filing)$484.16M
Price to Earnings (P/E)18.6
Beta0.74
Next Earnings
Jul 29, 2026EPS Estimate
0.31Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.63
Shares Outstanding71,938,840
10 Day Avg. Volume1,021,514
30 Day Avg. Volume1,090,146
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)1.18
Price to Sales (P/S)1.00
P/FCF Ratio34.07
Enterprise Value/Market Cap1.62
Enterprise Value/Revenue2.13
Enterprise Value/Gross Profit10.86
Enterprise Value/Ebitda8.30
Forecast
1Y Price Target
$15.50Price Target Upside13.89% Upside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)1.09
Revenue Forecast (FY)$693.44M
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthVery low net leverage (debt-to-equity ~0.07) and sizable equity materially reduce refinancing and solvency risk. This balance sheet strength supports capital allocation flexibility, funds turnarounds/expansions, and increases resilience through commodity-driven cycles.
Cash Generation & ConversionTTM operating cash flow and free cash flow materially outpace net income, demonstrating strong cash conversion. Durable cash generation funds sustaining capex, deleveraging, CCS investment and optional M&A, improving long-term financial flexibility despite cyclical swings.
Operational Improvements & CCS ProgressReliability and efficiency investments have raised production rates and product‑mix capture, while El Dorado CCS progress creates a pathway to lower emissions. Improved uptime and carbon mitigation increase operational durability and access to grants or lower regulatory risk over time.
Bears Say
Material Legal ExposureOngoing litigation with potential damages in excess of $300M plus an upcoming trial creates material uncertainty. Adverse outcomes or prolonged legal costs could divert management focus, consume cash or insurance capacity, and constrain capital allocation and growth initiatives.
Scheduled Turnarounds & DowntimePlanned major turnarounds cause predictable production losses and sizable incremental costs, reducing quarterly volumes, margins and cash flow. Recurring downtime risk complicates multi-quarter earnings visibility and can blunt the benefit of favorable pricing environments.
Earnings Volatility & Commodity SensitivityProfitability and cash flow are highly sensitive to natural gas costs and global supply/demand shifts. Historical swings (strong 2022, losses in 2024) reduce predictability for margins and investment returns, increasing execution risk through commodity cycles.
Lsb Industries News
LXU FAQ
What was Lsb Industries, Inc.’s price range in the past 12 months?
Lsb Industries, Inc. lowest stock price was $7.09 and its highest was $17.21 in the past 12 months.
What is Lsb Industries, Inc.’s market cap?
Lsb Industries, Inc.’s market cap is $841.68M.
When is Lsb Industries, Inc.’s upcoming earnings report date?
Lsb Industries, Inc.’s upcoming earnings report date is Jul 29, 2026 which is in 46 days.
How were Lsb Industries, Inc.’s earnings last quarter?
Lsb Industries, Inc. released its earnings results on Apr 29, 2026. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.14.
Is Lsb Industries, Inc. overvalued?
According to Wall Street analysts Lsb Industries, Inc.’s price is currently Undervalued.
Does Lsb Industries, Inc. pay dividends?
Lsb Industries, Inc. does not currently pay dividends.
What is Lsb Industries, Inc.’s EPS estimate?
Lsb Industries, Inc.’s EPS estimate is 0.31.
How many shares outstanding does Lsb Industries, Inc. have?
Lsb Industries, Inc. has 71,938,840 shares outstanding.
What happened to Lsb Industries, Inc.’s price movement after its last earnings report?
Lsb Industries, Inc. reported an EPS of $0.27 in its last earnings report, beating expectations of $0.13. Following the earnings report the stock price went down -1.974%.
Which hedge fund is a major shareholder of Lsb Industries, Inc.?
Currently, no hedge funds are holding shares in LXU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lsb Industries Stock Smart Score
Underperform
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10
Analyst Consensus
Hold
Average Price Target:
$15.50 (13.89% Upside)
$15.50 (13.89% Upside)
Blogger Sentiment
Bullish
LXU Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 405.3K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $72.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 28.1%
Last 30 Days ▼ 28.1%
News Sentiment
Neutral
Bullish news 59%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
43.03%
12-Months-Change
Fundamentals
Return on Equity
8.91%
Trailing 12-Months
Asset Growth
1.31%
Trailing 12-Months
Company Description
Lsb Industries, Inc.
LSB Industries, Inc. specializes in the production, distribution, and sale of a diverse array of chemical compounds. The company is a key supplier of nitrogen-based agricultural inputs, including ammonia, fertilizer-grade ammonium nitrate (HDAN), urea ammonia nitrate, and NPK blends, which are essential for enhancing the growth of corn and various other crops. Beyond agriculture, LSB provides a broad spectrum of industrial chemicals. These encompass high-purity and commercial-grade ammonia, high-purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, diesel exhaust fluids, as well as various concentrations of nitric acids. These products serve a wide array of industrial applications, such as semiconductor manufacturing, polyurethane production, pulp and paper processing, water treatment, metals and vanadium processing, power plant emission control, refrigeration, and horticulture. Furthermore, LSB is a significant producer of chemicals for the mining sector. Its offerings include industrial-grade ammonium nitrate and HDAN solutions, critical components for ammonium nitrate fuel oil (ANFO) and specialized emulsions used in surface mining, quarry operations, and construction projects. The company distributes its products through a network of distributors and directly to end-users across the United States, Mexico, and Canada, catering to the agricultural, industrial, and mining industries. Established in 1968, LSB Industries, Inc. operates from its headquarters in Oklahoma City, Oklahoma.
LXU Company Deck
LXU Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized significant operational progress, strong quarterly financial results (adjusted EBITDA +44% YoY), solid cash generation and balance-sheet strength, along with market dynamics that are supporting favorable pricing. Key near-term negatives include scheduled turnarounds (El Dorado ~35k tons outage and $15–$20M in costs), higher operating costs that partially offset gains, ongoing legal exposure versus Leidos, and persistent global supply-chain and import risks that keep the market uncertain. Management expects continued improvement, meaningful free cash flow, and opportunities to invest in growth supported by market tailwinds and potential government support.View all LXU earnings summariesLXU Stock 12 Month Forecast
Average Price Target
$15.50
▲(13.89% Upside)
Technical Analysis
Ownership Overview
19.19% Insiders
12.54% Mutual Funds
20.28% Other Institutional Investors
33.92% Public Companies and
Individual Investors